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Siebel Partner Relationship Management Administration Guide Addendum for Industry Applications > Siebel Agent Portal > Sharing Data with Partners > Assigning Claims to a PartnerClaims management is a key part of an insurance carrier's dealings with its customers. Siebel Agent Portal allows your partner agencies to capture notice-of-loss information, to view claim information and activities, and to link claims to customer and policy information in similar ways as your employees would using Siebel eInsurance. Your call center can enter claims from customers. You can use call center to assign the claims to agents at partner companies and you can refer them to partner agencies, whose agents would contact the customers. Agents, call center representatives, and mobile claims adjusters from your partner agencies can use Siebel Agent Portal to work directly with your customers, and you can use the Partner Manager to view the information they have entered. You can assign claims to partner agents just as you would assign claims to your own employees—either manually or using Siebel Assignment Manager to create rules that will automatically assign claims to partner agents. You can use Siebel Assignment manager to set up rules for assigning opportunities based on territory, availability, and many other factors. For more information about claims, see Siebel eInsurance Guide. For more information about Siebel Assignment Manager, see Siebel Assignment Manager Administration Guide. To assign claims to a partner employee manually
The partner employee is added to the Team list. This partner employee can now view this claim in the My Claims view of Agent Portal. |
Siebel Partner Relationship Management Administration Guide Addendum for Industry Applications |